Senior National Trust Administration Manager

City National Bank; Wilmington, Northern (DE, KY); Hybrid; USD 176,000 - 326,000; Full time

Benefits offered by this job

Healthcare coverage

Generous 401(k) matching

Tuition reimbursement

Time away benefits

Fertility benefits

Career mobility support

Job summary

City National Bank is seeking a Manager National Trust Administration to lead and direct trust administration across our national chartered offices. You will oversee Regional Managers, align workloads, and drive policy compliance while maintaining high service levels for diverse trusts.

The role requires extensive experience in trust administration, a leadership mindset, and the ability to travel up to 50% to oversee operations and engage with clients, attorneys, and beneficiaries.

Qualifications

• Bachelor's degree required or equivalent experience in trust administration.
• 10+ years of experience in trust administration.
• CTFA, JD, or equivalent professional qualification.
• Ability to travel 50% of the time.

Responsibilities

• Manage Regional Managers and staff.
• Assign goals and responsibilities to Regional Managers to meet the divisional strategy as set by the Head of Trust and Estates.
• Identify and maintain appropriate workloads for trust account administrators across CNB footprint.
• Conduct performance appraisals, makes hiring and termination decisions, etc.
• Assist Regional Managers with the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust as appropriate.
• Ensure that all tax liabilities and obligations of accounts are met within the national footprint.
• Analyze new trust opportunities to determine duties and responsibilities of the company.
• Establish, maintain and revise appropriate service delivery for trust services.
• Direct Regional Managers and staff to gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion.
• Direct and provides guidance to Regional Managers of reviews and proposals for consideration and direction to various committees as part of on-going administration.
• Develop and retains personal trust business by maintaining professional and community contacts.
• Assure that trust policies, programs and procedures are followed by Trust Administration.
• Stay abreast on new developments pertaining to trust regulation, market strategies and competitive positioning.
• Interface with Compliance, Risk and Audit to address, identify and resolve issues.
• Initial POC for bank channel managers regarding mutual client requests requiring exceptions
• Change champion for administrative matters regarding process.
• Interface with Bank colleagues, as well as, bank relationship managers, team leaders and business development officers on trust sales related issue.
• Responsible and accountable for appropriate quality controls related to the services the Trust colleague delivers.
• Responsible for risk and compliance test results as well as monitoring exceptions regarding administration.
• All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture

Skills

Excellent verbal and written comms

Proven management skills

Microsoft Office proficiency

Education

Bachelor's Degree or equivalent

CTFA, JD, or equivalent experience

Tools

Microsoft Office (Word, Excel & PowerPoint)

Job description

City National Bank is seeking a Manager National Trust Administration to lead and direct trust administration across our national chartered offices. You will oversee Regional Managers, align workloads, and drive policy compliance while maintaining high service levels for diverse trusts.

The role requires extensive experience in trust administration, a leadership mindset, and the ability to travel up to 50% to oversee operations and engage with clients, attorneys, and beneficiaries.